Zendesk

APRIL 1, 2022

Client onboarding time, total resolution time, and wrap-up time are a few other metrics CS Ops typically monitors for support and success teams. Support agent training and onboarding. Say a CSM upsells a customer to a higher software membership tier during a scheduled check-in meeting.

Customer Success 97

Customer Success Logistics Onboarding CRM 97

Apptivo

OCTOBER 21, 2021

Fundamentally, CRM software is a program that helps company sales teams, customer service teams, and marketing teams achieve three functions. Organize — A CRM tool helps to organize an effective sales funnel in one centralized cloud-based system, so everyone sees each client and their chapter as a journey with the company.

CRM 98

CRM Healthcare Digital Transformation Software 98

Hubspot Sales

DECEMBER 12, 2019

All financial consultants meet certain requirements and obtain a license to offer financial advice. As an IT consultant, you might help businesses figure out what software to invest in and how to use it to meet goals, solve challenges, and implement important changes. Marketing Consulting. Human Resources Consulting.

Healthcare 112

Healthcare Supply Chain Software Software 112

Liston Witherill

OCTOBER 30, 2020

It can be tempting to go to a new market or a new problem, but start with something familiar and go deep on that. I like to focus on a type of client and then deliver more solutions to them because it makes selling and marketing a lot easier and more efficient. You’ll also have the ability to market effectively.

Value Proposition 52

Value Proposition Onboarding Client Onboarding Decision-making 52

SmartKarrot

DECEMBER 1, 2022

Attend regular internal meetings and provide project status updates and follow up on client requests. Attend client meetings as needed. Ensure the new functionality meets company standards prior to release and test functionality after it has moved to production for any bugs.

Customer Success 19

Customer Success Client Onboarding Onboarding Key Account Management 19

SmartKarrot

OCTOBER 18, 2022

Role: Director, Client Success Location: Remote, United States Organization: MediaMath As a Director of Client Success, you will own and develop strong relationships with the client and key stakeholders from C-suite to Hands-in-keyboards. Prepare detailed reports on the status of clients and create strategies for growth.

Customer Success 19

Customer Success Facilitation Client Onboarding Onboarding 19

SmartKarrot

JANUARY 10, 2023

Developing Customer Success assets, working collaboratively with Marketing, CX, and Sales teams to establish and refine customer materials and solutions. Meet predefined retention and revenue goals, and drive an accurate, iterative forecast. Help clients onboard onto the platform, providing training and support as needed.

Customer Success 19

Customer Success Supply Chain Co-Creation Stakeholders 19

Brooks Group

APRIL 17, 2023

They have sales plans they can follow each time they make a call or go to a meeting. If you have a customer on the phone or in a meeting with someone that needs to learn what they are talking about, they’ll be immediately put off, and you’ll lose their trust. Sales training also makes the customer experience better.

Sales Training 52

Sales Training Negotiation Sales Decision-making 52

SmartKarrot

MAY 19, 2022

Role: Director, Client Success Location: Remote, United States Organization: MediaMath As a Director of Client Success, you will own and develop strong relationships with the client and key stakeholders from C-suite to Hands-in-keyboards. Keep regular meetings with key stakeholders & running Business Reviews.

Customer Success 19

Customer Success Stakeholders Client Onboarding Government 19

Account Management Skills

NOVEMBER 7, 2022

So maybe you can suggest an improved client onboarding process, because you’ve been through so many now and you know where the holes are. If you are working with a client that’s a publicly traded company, then you can also download the transcripts from the investors’ meetings that happen on a quarterly basis.

Account Management 52

Account Management Management Suppliers Meetings 52

SmartKarrot

AUGUST 5, 2021

Oversees proactive engagement with clients to build value and ensure a long-term partnership. Partner cross-functionally with Sales, Marketing, Product Management, Technology, Professional Services, Training and Support groups to gain alignment and drive results. Align with the executive team around key metrics and objectives.

Customer Success 12

Customer Success Client Onboarding Onboarding Decision-making 12

SmartKarrot

JUNE 11, 2021

Provide internal product feedback based on existing and potential client use cases. Deliver client training and seminars MeasuredU client education curriculum. Provide and interpret marketing performance reviews for clients. Design and interpret in-market experiments across addressable media channels.

Customer Success 10

Customer Success Onboarding Client Onboarding Stakeholders 10

SmartKarrot

DECEMBER 4, 2020

Develop and Execute retention strategies and renewal processes that meet or exceed the stated retention targets. Communicate enhancement opportunities & product feedback across engineering, product, sales & marketing. Develop client onboarding plan and work with new clients to ensure smooth onboarding.

Customer Success 10

Customer Success Client Onboarding Stakeholders Onboarding 10

SmartKarrot

OCTOBER 30, 2020

Role: VP, Customer Success Location: New York City, NY, US Organization: Urbint As a VP of Customer Success, you will drive strategy and alignment of customer success and transformational impacts through the adoption of innovative offers combined with market-leading cloud solutions that accelerate business value for the customers.

Customer Success 10

Customer Success Cybersecurity Value Proposition Client Onboarding 10

PandaDoc

MAY 8, 2023

On top of that, most of these platforms are equipped with analytics and tracking tools that allow organizations to gain valuable insights into customer behavior and use that information to streamline future support operations or better client onboarding. Zendesk What is it: An all-in-one customer service and support platform.

Software 52

Software Software Communication Publishing 52

SmartKarrot

JULY 25, 2022

Collaborate cross-functionally, internally with all departments, especially Sales and Marketing. Meet and exceed assigned targets for renewals, sales expansion opportunities, and strategic objectives associated with a portfolio of accounts. Prepare periodic performance reports covering and analyzing clients’ KPIs.

Customer Success 3

Customer Success Client Onboarding Onboarding Acquisition 3

SmartKarrot

FEBRUARY 28, 2022

Role: Director, Customer Success Location: Remote, United States Organization: Bidgely As a Director of Customer Success, you will be acquiring a deep understanding of the energy market and how Bidgely can play a disruptive role in creating a more energy-efficient future. Developing strategic partnerships with assigned enterprise clients.

Customer Success 3

Customer Success Client Onboarding Stakeholders Onboarding 3

SmartKarrot

MARCH 14, 2022

Hold your team accountable for performance metrics related to resolving customer service issues, completing new client onboarding, consistently conducting client product training, identifying and closing renewal and revenue growth opportunities. Drive customer advocacy in the form of case studies, testimonials, and referrals.

Customer Success 3

Customer Success Client Onboarding Onboarding Government 3

SmartKarrot

JUNE 23, 2022

Forge relationships with Sales, Marketing, and other leaders to promote collaboration in order to deliver collectively for the customers. Together with the onboarding team, ensure a smooth client onboarding, change management, and integration phase.

Customer Success 3

Customer Success Client Onboarding Onboarding Finance 3

SmartKarrot

DECEMBER 20, 2021

Interacts directly with clients, as part of a team or leading a company team, as appropriate; interaction will include all levels of the client organization (i.e. Represents Client Success within the organization as warranted via meetings, committees, councils, and workstreams. front line contributors through executives).

Customer Success 3

Customer Success Client Onboarding Onboarding Government 3